Broker Check
Michelle Tolmoff
Michelle Tolmoff
GTE Investment Group Wealth Advisor
https://www.gteinvestmentgroup.org/team/michelle-tolmoff 813.414.6152

I find that by taking a holistic approach through listening and building relationships I am better equipped to help individuals, families, and businesses through their ever evolving and changing financial journey. 

30 July
Preparing for Retirement

Description

Join me for a presentation on the lifestyle cycle that comes after your working years. Whether you're looking to start saving or nearing retirement, this session is designed to help you get ready for your next chapter!

I will discuss:

  • The Who, What, When, Why, Where of Retirement
  • Social Security
  • Medicare
  • Retirement Income
  • Estate Planning
  • Wealth Transfer

This will held be in-person and virtually over several dates and at a GTE Financial Community Center near you!

Date and Time

Thu, July 30, 2026

5:00p - 6:00p EST

Location

GTE Financial Sarasota and Virtually

3510 Fruitville Rd
Sarasota, FL 34237
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PT1H
REFERRALS ARE THE BEST COMPLIMENT I CAN RECEIVE!

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.  

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.  

711 E Henderson Ave, Tampa, FL, 33602 (888) 972-5257 

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